Set Up Load Status Policies

Set up default unit types for your institution. See Steps: Set Up Unit Conversion.

Security: Set Up: Academic Policies
domain in the Academic Foundation functional area.

You can set up rules to define how Workday determines a student’s load status for:

Institutional purposes, such as tuition calculation and enrollment verification.

Financial aid eligibility. See Concept: Financial Aid Attendance Plans.

You can configure load status policies to apply to:

An academic unit and level. The policy applies to all programs of study in the academic unit and subordinate academic units.

A specific program of study.

For National Student Clearinghouse (NSC) enrollment reporting, Workday uses the load status policy to calculate enrollment status, based on the configurations in the NSC Enrollment Reporting Outbound integration. See Reference: NSC Enrollment Reporting Outbound Connector.

Access the

Create Load Status Rule Set

task.

Complete the task:

Option	Description
Include Audit Grading Basis	Select to count audited courses in the institution load status calculation. Workday doesn't count audited courses in financial aid load statuses.
Institution Load Status Rules	Specify the minimum number of units required for each institution load status. For more accurate financial aid attendance plans, configure a minimum value of zero for the Not enrolled load status. Workday looks for the rule that applies based on the number of units the student is registered in for the academic period. The order of the rules has no impact on processing.
Label for Institution Load Status	When you configure the institution load status to show on the Current Classes or Academic History report, enter a custom name to display. The default value is Load Status .
Show on Current Classes	Select to display the load status on the Current Classes report on the Academics profile group of the student profile.
Show on Academic History	Select to display the load status on the Academic History report on the Academics profile group of the student profile.
Financial Aid Load Status Rules	Specify the minimum number of units required for each financial aid load status. For more accurate financial aid attendance plans, configure a minimum value of zero for the Not enrolled load status. Workday looks for the rule that applies based on the number of units the student is registered in for the academic period. The order of the rules has no impact on processing.
Label for Financial Aid - Academic Period - All Load Status	When you configure the financial aid load status to show on the Current Classes or Academic History report, enter a custom name to display. Example: Financial Aid Load Status .
Override Academic Period Type	Select to configure different load status rule sets for specific academic period types. Example: You want to configure a lower load status for Summer academic periods. For more information, see Concept: Standard and Nonstandard Academic Periods

Access the

Maintain Load Status Policy

task.

Assign a load status rule set to an academic unit and level or a program of study.

Workday calculates load status based on the effective load status policy that applies for the student’s primary program of study.

When configured, Workday displays load status on the

Current Classes

and

Academic History

reports on the Academics profile group of the student profile.

Maintain Federal Student Aid Program Policies. Set up federal student aid rules for your programs of study.

You can:

View academic standing policies on the

Academic Unit Policy Viewer

report.

View details about a rule set on the

View Load Status Rule Set

report.

Edit unused rule sets using the

Edit Load Status Rule Set

task.